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iShares 10-20 Year Treasury Bond ETF

533 hedge funds and large institutions have $10.9B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 273 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+17
Holders Change %
+3.29%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
78
Increased
273
Reduced
146
Closed
49
Calls
$6.01M
Puts
$1.49M
Net Calls
+$4.52M
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Shares
Change %
FPW
426
Fairvoy Private Wealth
Alabama
$268K +$268K +2,642 New
WWM
427
Western Wealth Management
Colorado
$268K +$45.3K +446 +20%
SFS
428
Sowell Financial Services
Arkansas
$266K +$31.3K +308 +13%
CWMK
429
Caliber Wealth Management (Kansas)
Kansas
$263K +$263K +2,588 New
MA
430
MCF Advisors
Kentucky
$261K
ACP
431
Argyle Capital Partners
California
$260K -$17.8K -175 -6%
EWA
432
EverSource Wealth Advisors
Alabama
$258K +$22K +217 +9%
OLVIG
433
Oliver Lagore Vanvalin Investment Group
Michigan
$243K +$243K +2,340 New
SWM
434
Silverlake Wealth Management
Vermont
$240K +$240K +2,359 New
AWM
435
Able Wealth Management
New Jersey
$240K +$240K +2,359 New
EAM
436
Empirical Asset Management
Massachusetts
$239K +$37.8K +382 +19%
MSWMA
437
Market Street Wealth Management Advisors
Indiana
$239K -$51.5K -507 -18%
AT
438
American Trust
Kentucky
$238K +$238K +2,340 New
CIA
439
Cape Investment Advisory
Georgia
$237K +$97.2K +957 +70%
BFA
440
Beacon Financial Advisory
Ohio
$229K -$102K -1,002 -31%
MFG
441
Magnus Financial Group
New York
$227K +$27.5K +271 +14%
MPPLM
442
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K +$8.64K +85 +4%
AF
443
Advisornet Financial
Minnesota
$222K +$38.3K +377 +21%
WA
444
Waverly Advisors
Alabama
$221K +$221K +2,176 New
CPRC
445
Consolidated Portfolio Review Corp
New York
$218K +$218K +2,149 New
RF
446
Rossby Financial
Florida
$216K -$610 -6 -0.3%
CA
447
Continuum Advisory
Idaho
$214K +$56.7K +558 +36%
AIM
448
Advyzon Investment Management
Illinois
$214K +$214K +2,108 New
PNC Financial Services Group
449
PNC Financial Services Group
Pennsylvania
$213K -$6.71K -66 -3%
EWA
450
Evolution Wealth Advisors
Florida
$213K +$213K +2,093 New